Bart Lamb
Financial Consultant at Charles Schwab
📍 Roanoke, Texas, United States
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Experience
14 Years
Current Role
Financial Consultant
Job Level
Mid-senior
Location
Roanoke, Texas, United States
Personality Overview
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Priorities
Topics Bart cares about
Strategic Priorities
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Career
Work history
4-2024
Financial Consultant
Charles Schwab
11-2021 - 5-2024
Investment Consultant
Charles Schwab
8-2019 - 3-2022
Financial Consultant
TD Ameritrade
4-2017 - 8-2019
NCDG Specialist
TD Ameritrade
4-2017 - 4-2017
Financial Services Representative
TD Ameritrade
In the press
Media appearances
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Education
2013 - 8-2016
Bachelor of Business Administration - BBA
University of Utah
2007 - 2011
Associate of Science (A.S.)
Salt Lake Community College
Social presence
Other Charles Schwab Employees
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